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Preferred
Capital Partners Consulting Pty Ltd
West Perth, Western Australia, Australia (on-site)
16 days ago
Preferred
Capital Partners Consulting Pty Ltd
West Perth, Western Australia, Australia (on-site)
17 days ago
Old Mutual Limited Ltd.
Newcastle, Australia
2 days ago
Calidus Group
Sydney CBD, Australia
10 days ago
Pinstripe Recruitment
Sydney, Australia
3 days ago
Old Mutual Limited Ltd.
Newcastle, Australia
10 days ago
Capital Partners Consulting Pty Ltd
West Perth, Western Australia, Australia
(on-site)
Spotlight Preferred
16 days ago
Job Type
Full Time
Job Duration
Indefinite
Min Experience
None
Min Education
Approved Bachelor Degree
Required Travel
None
Job Function
Junior Financial Planner

Description

Full-Time or Part-Time • Reporting to Senior Associate Adviser

The Associate is primarily responsible for supporting the advice team. They work closely with the Associate Advisers and Client Service Associates to prepare documentation, source accurate data and maintain records to ensure we consistently deliver positive client outcomes. They do not have responsibilities for an allocated client base but you may be aligned to a team in some circumstances.

Position Requirements

Being part of our team, and our greater community means that we come together to achieve more than what we could alone. We are a genuine team, with a focus on collaboration, growth, and support. We live our values, we push our abilities, and we don’t walk our paths alone.

Capital Partners wants to build and foster wisdom in our team through courageous curiosity, unique abilities, and creating a purposeful abundance for our people.

Key Duties & Responsibilities 

  1. Ownership of client administration to support the Advice teams, including but not limited to onboarding of clients, document management, data entry and searches, reception cover and follow-up calls;
  2. Liaise with product providers and undertake research of products;
  3. Completion of meeting preparation for each type of meeting in line with established processes and preparation for dry runs, including compiling report packs;
  4. Draft meeting summaries for review by Associate Advisers / Wealth Adviser;
  5. Write and compile basic SOAs and ROAs for a variety of clients;
  6. Prepare basic Xplan financial modelling;
  7. Carefully maintain all client and internal records with a high degree of data integrity;
  8. Attend and participate in all internal and external training; and
  9. Build relationships within the broader team. More experienced associates will be required to engage in the development of the Associate support teams’ technical and soft skills capability, in particular more junior associate team members.

Attributes of the Role

  • Basic skills in Microsoft Suite (Work, Excel, PowerPoint and Outlook);
  • Clear written and verbal communication skills;
  • Initiative and a willingness to get involved in any opportunity;
  • Organised, with the ability to prioritise and manage conflicting deadlines;
  • Demonstrated commitment to quality, accuracy and attention to detail;
  • Ability to work in a dynamic environment and adapt to change;
  • A proactive and analytical approach to problem-solving;
  • Comfortable working autonomously with minimal supervision but collaborative where appropriate;
  • Capacity to flex to a range of personalities and working styles; and
  • Ability to interact comfortably with clients, team members and other stakeholders in a confident, approachable and professional manner.


Requirements

  • Completing or completed a Bachelors degree in Finance, Business, Law, Economics;
  • Some form of previous professional work experience (noting experience in financial services or similar is desirable);
  • Commenced or intending to commence additional studies required to meet FASEA requirements; and
  • More experienced associates are expected to have foundational technical skills and industry knowledge to enable participation in discussions with Associate Advisers or Wealth Advisers.
Job ID: 73413321
Financial Advice
West Perth , NA , AUS

Creating wealth is important, but unless it’s managed with purpose, all the money in the world won’t lead to a richer, happier life. Ask yourself – Are you on the right path? Are you making the best decisions about your money, and therefore your future? How nice would it feel to be on a certain pathway, not just for yourself but also for the people you love? That’s what sets us apart from other Perth financial advisers and private wealth management firms. Instead of just focusing on the numbers, we focus on you, your fami...

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